ISHARES TR (IYE)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
313
Reporting holders
$802.2M
Reported value
0.1%
Held as options
-9
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $100.5M | 1,776,177 | 0.01% | 35q | -1.5%-$1.6M |
| PGIM Custom Harvest LLC | $88.7M | 1,567,303 | 1.11% | 18q | +7.4%+$6.1M |
| BANK OF AMERICA CORP /DE/ | $59.4M | 1,050,052 | 0.00% | 31q | -31.2%-$27.0M |
| WELLS FARGO & COMPANY/MN | $50.7M | 895,697 | 0.01% | 31q | -53.9%-$59.2M |
| GOLDMAN SACHS GROUP INC | $41.6M | 735,680 | 0.00% | 31q | +1.8%+$736.7K |
| LPL Financial LLC | $38.0M | 671,026 | 0.01% | 31q | +7.2%+$2.5M |
| UBS Group AG | $33.6M | 594,593 | 0.00% | 31q | -3.0%-$1.0M |
| Three Seasons Wealth, LLC | $19.1M | 337,812 | 1.74% | 2q | +422.2%+$15.5M |
| ROYAL BANK OF CANADA | $18.4M | 325,427 | 0.00% | 31q | -16.0%-$3.5M |
| AMERIPRISE FINANCIAL INC | $17.6M | 311,726 | 0.00% | 31q | -48.7%-$16.8M |
| Camarda Financial Advisors, LLC | $13.5M | 239,220 | 4.10% | new | NEW |
| MARSHALL WACE, LLP | $10.1M | 178,824 | 0.01% | 2q | +12.6%+$1.1M |
| Cetera Investment Advisers | $9.8M | 172,521 | 0.01% | 23q | +67.9%+$3.9M |
| RAYMOND JAMES FINANCIAL INC | $9.1M | 161,359 | 0.00% | 7q | -7.9%-$780.0K |
| OSAIC HOLDINGS, INC. | $7.9M | 138,928 | 0.01% | 26q | +16.6%+$1.1M |
| Allianz Asset Management GmbH | $7.7M | 118,650 | 0.01% | 2q | HELD |
| HighTower Advisors, LLC | $7.6M | 133,593 | 0.01% | 26q | +136.2%+$4.4M |
| Mariner, LLC | $7.5M | 133,367 | 0.01% | 21q | -4.4%-$347.7K |
| Summit Financial Consulting LLC | $7.4M | 131,435 | 5.05% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $7.1M | 123,622 | 0.00% | 10q | +12.0%+$759.4K |
| ENVESTNET ASSET MANAGEMENT INC | $7.0M | 123,263 | 0.00% | 31q | +16.1%+$967.4K |
| CITADEL ADVISORS LLC | $6.5M | 107,005 | 0.00% | 2q | HELD |
| CoreCap Advisors, LLC | $5.9M | 104,254 | 0.17% | 8q | +4086.9%+$5.8M |
| AMG National Trust Bank | $5.9M | 103,852 | 0.12% | 31q | -3.3%-$198.4K |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | $5.7M | 100,000 | 1.13% | 23q | -66.7%-$11.3M |
| USA FINANCIAL FORMULAS | $5.6M | 98,658 | 1.02% | new | FIRST |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.4M | 96,022 | 0.01% | 31q | -6.5%-$379.0K |
| JPMORGAN CHASE & CO | $4.9M | 86,261 | 0.00% | 31q | -51.9%-$5.3M |
| Banco Santander, S.A. | $4.9M | 85,978 | 0.03% | 5q | -56.0%-$6.2M |
| Merit Financial Group, LLC | $4.5M | 78,708 | 0.01% | 2q | +399.8%+$3.6M |
| NewEdge Advisors, LLC | $4.3M | 75,856 | 0.01% | 22q | +11.8%+$454.0K |
| MML INVESTORS SERVICES, LLC | $4.2M | 73,854 | 0.01% | 31q | -70.1%-$9.8M |
| Zurich Insurance Group Ltd/FI | $4.1M | 71,700 | 0.03% | 5q | HELD |
| Corient Private Wealth LP | $3.9M | 69,288 | 0.00% | 15q | +74.6%+$1.7M |
| TRUIST FINANCIAL CORP | $3.8M | 67,450 | 0.00% | 22q | +111.6%+$2.0M |
| Kestra Advisory Services, LLC | $3.6M | 63,448 | 0.01% | 22q | -7.0%-$269.7K |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | $3.2M | 56,691 | 0.06% | 31q | -4.9%-$166.3K |
| J.W. COLE ADVISORS, INC. | $3.2M | 56,210 | 0.05% | new | NEW |
| BlackRock, Inc. | $3.1M | 54,785 | 0.00% | 8q | +58.9%+$1.1M |
| AK GLOBAL ASSET MANAGEMENT, LLC | $3.1M | 18,832 | 2.61% | 2q | +1.7%+$50.7K |
| ADVISORTRUST PARTNERS, LLC | $3.0M | 53,884 | 1.04% | new | NEW |
| Gerald Baker Financial Group LLC | $3.0M | 53,521 | 0.86% | 2q | -1.7%-$51.9K |
| D. E. Shaw & Co., Inc. | $3.0M | 53,335 | 0.00% | new | NEW |
| Hilltop Holdings Inc. | $3.0M | 53,256 | 0.23% | 8q | +4.1%+$119.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.8M | 49,452 | 0.00% | 31q | -60.7%-$4.3M |
| TUDOR INVESTMENT CORP ET AL | $2.8M | 48,862 | 0.00% | 3q | -71.7%-$7.0M |
| Qube Research & Technologies Ltd | $2.8M | 48,772 | 0.00% | 2q | +719.8%+$2.4M |
| Artesa Financial Group, LLC | $2.7M | 48,308 | 2.34% | 3q | +0.5%+$13.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $2.7M | 48,038 | 0.00% | 18q | +83.5%+$1.2M |
| Biondo Investment Advisors, LLC | $2.7M | 47,234 | 0.33% | 25q | +2.4%+$62.5K |
| Counterweight Ventures, LLC | $2.6M | 45,886 | 1.29% | 11q | -1.0%-$25.4K |
| FORTE ASSET MANAGEMENT LLC | $2.6M | 45,786 | 1.06% | 5q | -29.8%-$1.1M |
| Pinnacle Financial Partners, Inc. | $2.5M | 45,030 | 0.02% | 3q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.5M | 43,048 | 0.00% | 12q | -13.5%-$394.3K |
| Avidian Wealth Enterprises, LLC | $2.4M | 42,340 | 0.07% | 15q | +1.8%+$42.7K |
| STIFEL FINANCIAL CORP | $2.3M | 40,417 | 0.00% | 22q | -5.5%-$133.5K |
| Mutual Advisors, LLC | $2.2M | 38,505 | 0.04% | 21q | +61.4%+$828.8K |
| Steward Partners Investment Advisory, LLC | $2.2M | 38,071 | 0.01% | 29q | HELD |
| Waterloo Capital, L.P. | $2.1M | 37,731 | 0.12% | 11q | +0.5%+$11.1K |
| First Citizens Financial Corp | $2.0M | 35,636 | 0.84% | 26q | HELD |
| Wealthstar Advisors, LLC | $2.0M | 35,097 | 0.58% | 3q | -7.5%-$160.3K |
| Quantinno Capital Management LP | $2.0M | 35,077 | 0.00% | 9q | -5.9%-$124.5K |
| Creative Planning | $1.7M | 30,207 | 0.00% | 25q | +1.6%+$26.3K |
| TWO SIGMA INVESTMENTS, LP | $1.7M | 29,900 | 0.00% | new | NEW |
| Heartwood Wealth Advisors LLC | $1.6M | 28,722 | 0.13% | 25q | +8.8%+$131.2K |
| Private Advisor Group, LLC | $1.6M | 28,690 | 0.01% | 31q | +31.9%+$392.3K |
| CAPTRUST FINANCIAL ADVISORS | $1.6M | 28,337 | 0.00% | 23q | -19.0%-$376.1K |
| Point72 Asset Management, L.P. | $1.6M | 27,904 | 0.00% | new | NEW |
| Baird Financial Group, Inc. | $1.5M | 26,665 | 0.00% | 23q | -73.4%-$4.2M |
| OneDigital Investment Advisors LLC | $1.5M | 26,371 | 0.01% | 13q | +21.1%+$260.1K |
| Ballew Advisors, Inc | $1.5M | 25,691 | 0.75% | 31q | HELD |
| Foundation Wealth Management, LLC | $1.4M | 25,534 | 0.85% | 15q | -7.2%-$112.2K |
| Crestwood Advisors Group, LLC | $1.4M | 25,281 | 0.02% | 11q | -13.8%-$229.8K |
| WHITTIER TRUST CO OF NEVADA INC | $1.4M | 23,926 | 0.03% | 31q | -0.8%-$10.8K |
| Csenge Advisory Group | $1.4M | 24,304 | 0.06% | 21q | +5.0%+$65.6K |
| Allen Investment Management, LLC | $1.3M | 23,562 | 0.02% | 3q | HELD |
| ROCKLAND TRUST CO | $1.3M | 22,566 | 0.05% | 25q | HELD |
| Sanctuary Advisors, LLC | $1.3M | 22,459 | 0.01% | 9q | +1.0%+$12.7K |
| Asempa Wealth Advisors | $1.3M | 22,356 | 0.94% | 3q | +2.1%+$25.6K |
| IHT Wealth Management, LLC | $1.2M | 21,485 | 0.03% | 24q | -5.9%-$76.9K |
| Ethos Financial Group, LLC | $1.2M | 20,359 | 0.08% | 6q | -0.6%-$6.4K |
| LIBERTY WEALTH MANAGEMENT LLC | $1.1M | 17,773 | 0.14% | 5q | HELD |
| Commonwealth Retirement Investments LLC | $1.1M | 20,141 | 0.31% | 3q | HELD |
| Wealth Management Partners, LLC | $1.1M | 20,133 | 0.27% | 18q | -7.0%-$85.7K |
| COTTONWOOD CAPITAL ADVISORS, LLC | $1.1M | 19,929 | 0.68% | 17q | HELD |
| Eddie Patel Inc | $1.1M | 19,783 | 0.67% | new | NEW |
| HUNTINGTON NATIONAL BANK | $1.1M | 19,594 | 0.01% | 31q | -3.8%-$43.7K |
| KKM Financial LLC | $1.1M | 19,268 | 0.15% | 11q | HELD |
| Prospera Financial Services Inc | $1.1M | 19,102 | 0.02% | 25q | +8.5%+$84.6K |
| Balboa Wealth Partners | $1.0M | 18,305 | 0.14% | new | NEW |
| Rockefeller Capital Management L.P. | $1.0M | 18,130 | 0.00% | 26q | +12.7%+$115.6K |
| Brendel Financial Advisors LLC | $1.0M | 17,948 | 0.47% | new | NEW |
| Beacon Pointe Advisors, LLC | $984.0K | 17,389 | 0.00% | 3q | HELD |
| Avior Wealth Management, LLC | $982.7K | 17,365 | 0.03% | new | NEW |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | $946.1K | 16,718 | 0.30% | 2q | -4.1%-$40.4K |
| NAVELLIER & ASSOCIATES INC | $919.9K | 16,256 | 0.07% | 4q | +33.3%+$229.7K |
| Cerity Partners LLC | $919.1K | 16,241 | 0.00% | 4q | +5.2%+$45.6K |
| Arkadios Wealth Advisors | $896.9K | 15,849 | 0.01% | 18q | +4.6%+$39.3K |
| Ironwood Financial, llc | $866.5K | 14,377 | 0.14% | 31q | -4.6%-$41.9K |
| Headlands Technologies LLC | $861.8K | 15,228 | 0.09% | 2q | -38.8%-$547.2K |
Showing the largest 100 of 326 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 313 | $802.2M | 14,106,072 | 32 | 76 | 85 | 0.1% |
| Q1 2026 | 322 | $1.1B | 16,890,794 | 77 | 75 | 66 | 0.1% |
| Q4 2025 | 264 | $582.2M | 12,284,513 | 18 | 62 | 81 | 0.0% |
| Q3 2025 | 258 | $600.1M | 12,623,827 | 22 | 60 | 80 | 0.1% |
| Q2 2025 | 263 | $620.8M | 13,714,846 | 21 | 60 | 94 | 0.1% |
| Q1 2025 | 285 | $652.0M | 13,232,387 | 34 | 68 | 87 | 0.1% |
| Q4 2024 | 293 | $630.0M | 13,837,961 | 31 | 79 | 75 | 0.1% |
| Q3 2024 | 265 | $621.7M | 13,388,314 | 20 | 64 | 92 | 0.1% |
| Q2 2024 | 280 | $659.1M | 13,713,087 | 22 | 75 | 87 | 0.1% |
| Q1 2024 | 283 | $876.9M | 17,710,707 | 31 | 64 | 105 | 0.2% |
| Q4 2023 | 290 | $733.7M | 16,607,396 | 35 | 63 | 96 | 0.2% |
| Q3 2023 | 273 | $647.4M | 13,631,310 | 33 | 40 | 104 | 0.2% |
| Q2 2023 | 274 | $616.2M | 14,317,406 | 14 | 44 | 123 | 0.3% |
| Q1 2023 | 302 | $789.4M | 18,004,371 | 24 | 53 | 149 | 0.2% |
| Q4 2022 | 333 | $1.3B | 27,380,010 | 42 | 78 | 127 | 0.2% |
| Q3 2022 | 361 | $1.3B | 32,641,438 | 29 | 60 | 172 | 0.1% |
| Q2 2022 | 385 | $2.0B | 52,012,307 | 32 | 72 | 196 | 0.1% |
| Q1 2022 | 388 | $3.0B | 73,749,022 | 72 | 130 | 111 | 0.2% |
| Q4 2021 | 352 | $2.1B | 70,368,180 | 44 | 101 | 115 | 0.1% |
| Q3 2021 | 305 | $1.9B | 67,257,929 | 24 | 77 | 127 | 0.4% |
| Q2 2021 | 314 | $2.4B | 81,180,547 | 71 | 144 | 34 | 0.1% |
| Q1 2021 | 257 | $1.6B | 61,445,896 | 99 | 59 | 39 | 0.1% |
| Q4 2020 | 175 | $292.2M | 13,181,894 | 24 | 48 | 39 | 0.2% |
| Q3 2020 | 152 | $210.5M | 10,888,441 | 14 | 39 | 53 | 0.1% |
| Q2 2020 | 160 | $276.2M | 12,542,815 | 25 | 55 | 33 | 0.0% |
| Q1 2020 | 157 | $163.2M | 8,151,551 | 26 | 39 | 47 | 0.0% |
| Q4 2019 | 180 | $286.7M | 9,102,494 | 24 | 34 | 59 | 1.0% |
| Q3 2019 | 159 | $277.1M | 8,862,931 | 12 | 26 | 68 | 1.0% |
| Q2 2019 | 177 | $319.3M | 9,674,621 | 20 | 34 | 57 | 0.2% |
| Q1 2019 | 188 | $345.5M | 10,073,537 | 25 | 35 | 67 | 0.4% |
| Q4 2018 | 182 | $248.0M | 7,930,999 | 4 | 3 | 10 | 0.2% |